See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,818 | $138,044-77.0% | $125,339-74.6% | $134,475-76.3% |
| Participation rate | 78.3% | 84.5%-6.2pp | 82.4%-4.1pp | 81.2%-3.0pp |
| Annual return | -14.79% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,096 | $5,243-40.9% | $4,814-35.7% | $4,740-34.7% |
| Participant deferral / active EE | $6,119 | $7,799-21.5% | $7,446-17.8% | $6,400-4.4% |
| Admin fee / account holder | $4,867 | $11,571-57.9% | $10,010-51.4% | $11,426-57.4% |